Assign Goals

Managers who want to create personalized training plans for their team can use the Assign Goals tool to create a learning path, and the My Team page to track progress. Whether sitting down for an annual review or meeting about professional development opportunities, the LMS provides tools to help people build their skills and careers. This document explains how to assign mandatory training to the right people with the Assign Goals tool.

Open the My Team page and click +Goal to get started. For portals still using the Classic Home Page, this feature is available from the Employees tab.

  1. User Filter -- Define the criteria that makes your learners eligible for certification goal assignment. Leave the default "None" value to return all employees. Click Next to preview the user list.
  2. Preview -- Preview the user population that will be assigned training goals from this rule. Use the Next and Previous buttons to refine user filters and view results.
  3. Training Goal -- Select a Goal Type, then populate the Certification or Course list to be assigned.
  4. Confirmation -- Review and confirm your setup. Click the step name or corresponding edit buttons to jump back and view detailed information. 
  5. Click Run to complete the process. A message banner will state that goals have been queued. A results email will follow shortly.
    Assign Course Goals Wizard